Profit Sharing · DOL Form 5500 · 2022
Incarnate Word Retirement Community, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 279
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $15,986
- Avg per participant Low balance/head
Official DOL plan name: The Village at Incarnate Word 403(b) Plan · Sponsored by Incarnate Word Retirement Community, Inc. · Texas · Other Services
$4M in assets, 279 participants
Incarnate Word Retirement Community, Inc.'s The Village at Incarnate Word 403(b) Plan reported $4M in total assets and 279 participants in its 2022 DOL Form 5500 filing, ranking in the 48th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #5,682 in Other Services (8,398 peers)
Coverage in Texas
The Village at Incarnate Word 403(b) Plan covers 279 participants in Texas, about 41% of the average Texas filer (state average ~688 per filing). Assets: $4M.
- #5,682
- in Other Services (8,398 peers)
- -12.1%
- assets change YoY
The plan reported a net loss of $616K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Village at Incarnate Word 403(b) Plan's mid-pack asset rank among Other Services and all filers
The Village at Incarnate Word 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,460,015 48th percentile higher than 48% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Village at Incarnate Word 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Village at Incarnate Word 403(b) Plan sits mid-pack in the medium band (279 participants).
Form 5500 schedule snapshot
Filing strip 741109717 · Incarnate Word Retirement Community, Inc. PY 2022 · Profit Sharing
The Village at Incarnate Word 403(b) Plan · $4M · 279 · 48th
- EIN $4M
- EIN 279
- EIN 48th
- EIN Profit Sharing
- EIN near Joseph C. Lin, M.D., L.L.C., Profit Sharing Plan
- EIN ind #5682
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Texas →
The Village at Incarnate Word 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$616K |
| Employer EIN | 741109717 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Incarnate Word Retirement Community, Inc.)
Sponsor-wide plan assets over time
All Incarnate Word Retirement Community, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 6.875694364256622% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 279 | $4M |
| 2023 | 1 | 260 | $5M |
| 2024 | 1 | 261 | $5M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
The Village at Incarnate Word 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Joseph C. Lin, M.D., L.L.C., Profit Sharing Plan in MD ($4M); by covered participants it is Redstone Presbyterian Seniorcare Non-Bargaining 403(b) Plan in PA (279 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (279 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.